Buyer Intake Form

We are good to go! Just to make our time as effective as possible, please complete this form.

Fields marked with an * are required

Basic Information

First Name *

Last Name *

Phone *

By submitting my information, I agree to the Privacy Policy & Disclaimer and opt in to receive SMS text messages and emails such as notifications, alerts & occasional marketing communication. Opt out by replying STOP.

Email *

Birthday - If you like presents, leave your birthday here:

Occupation and Company - One of the biggest benefits to working with us is our network — I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!

Are there any other indirect decision makers involved in your purchase? - If there is anyone whose opinion value during this process, include them here.

Mailing Address

Address

City *

US States *

Zip Code

Lifestyle

How did you find me? Let me know who i have to thank for sending you my way!

Is This Your First Home Purchase?

What Is Your Current Living Situation?

What made you decide that this was the time to buy?

Ideally, when would you like to be getting the keys to your new home?

Do you have any concerns about the home buying process that you’d like us to address?

What has your home shopping experience been so far? Have you seen properties yet? Just shopped online? Stopped in a few open houses or new construction? Let us know!

Generally, when are you available to see properties? Since this market is moving quickly, we like to know this up front.

Finances

What is your price point?

How are you looking to purchase?

How much would you like to put down?

Who are you getting your loan with?

Have you been prequalified by a mortgage company or lender?

Please upload your prequalification letter Select Files Uploading this will make our time together way more efficient so we can see the details of your loan.

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Property Details

How many bedrooms do you need?

How many bathrooms do you need?

How important is a garage?

Do you have a preference for how many stories the property is?

What type of property are you interested in?

How comfortable are you doing work on the property?

Are any of these features important to you?

Do you have any preference for the view?

Are there any specific neighborhoods, cities or schools that you’re focused on?

How do you feel about associations?

Are you open to 55+ communities?

Priorities

What are your absolute must haves? What are the things that you don’t want me to waste your time showing if it’s missing?

What are your nice to haves? What are the things that would be pleasant surprises but aren’t mandatory?

What are your absolute dealbreakers? You don’t need to reiterate the must haves.

Is there anything else that you’d like us to know about your new property?

If you are comfortable and confident during the consultation that we are the best agents to help you buy your new property, are you willing to sign an exclusive agency agreement? *